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If you are brand new to the app, start with Getting started before customizing widgets.

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What you will accomplish

You will open the Dashboard page (labeled Beta in the sidebar), add panels that show schedule, parking, inbox, and other live data, save your personal layout, and know how team admins set a default layout for new staff. When this is set up well, managers and front-desk staff see the same live picture of the facility without opening five different pages.

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When to use this page

  • You want one screen that shows today’s schedule, parking map, inbox, or charts together.
  • You are a manager setting up how new teammates first see the app after sign-in.
  • Your role works better with a billing or floor operations layout than the default mix of widgets.
Dashboard vs Create event homeThe sidebar has two related entries:
  • Dashboard (with a Beta badge) opens Dashboard — the customizable widget page this guide covers.
  • Create event opens Create event — the classic home with workflow cards.
You can use both. Many teams keep Dashboard as their daily starting point.

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Before you start

  • You can sign in to the staff dashboard.
  • Your facility already has some data (customers, cars, schedule events, or parking spots) so panels are not empty. If you are brand new, finish Prepare your first customer and car first.
  • Use a desktop or laptop with a wide screen when dragging and resizing panels. Phones can reorder panels but cannot resize the grid the same way.
  • To change the team default layout for everyone, you need team admin access.

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What you can add to the dashboard

Panels from existing pages — slices of Schedule, Cars, Parking Spots, Inbox, Payments, and more. They use the same components as the full pages, sized for your dashboard.Charts — revenue, occupancy, customer stages, and other metrics.Shortcuts — quick actions such as creating an event or opening common pages.Alerts — a compact list of items that need attention.Layout templates — starter layouts named Operations standard, Billing focus, and Floor operations. You can apply a template, then adjust panels.
Dashboard beta page showing multiple widgets such as schedule calendar, parking map, and activity feeds
A populated dashboard shows live facility data. Empty panels usually mean filters, permissions, or missing records—not a broken page.

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Customize your own layout

1

Open Dashboard

In the left sidebar, click Dashboard (you may see a small Beta badge next to it).Or go directly to Dashboard.Expected result: The page title at the top says Dashboard. You see your current panels (schedule, tasks, parking map, or similar).
2

Open layout editing

To change your personal layout, open Dashboard in edit mode.Why this matters: The page switches to layout editing. The subtitle changes to mention dragging panels, and Save appears in the top-right corner.Expected result: You see a dashed Add panel box above the grid. The top button says Save (not Edit).
3

Add panels

Click the dashed Add panel box.Expected result: A window titled Add panel opens. It lists groups such as Schedule, Cars, Parking, Charts, Shortcuts, and Alerts.
4

Pick a panel and close the window

Click the panel you want (for example Schedule · calendar or Parking map).The window closes and the panel appears on your dashboard.Tip: Start with two or three panels you will actually look at every day. You can add more later.
5

Adjust panel settings (optional)

Some panels have a small gear icon in the corner while you are in edit mode. Click it to change date range, filters, or how much data the panel shows.Why this matters: A schedule panel set to “today only” looks very different from “this month.” Match the setting to how you use the dashboard.
6

Drag and resize on desktop

On a wide screen, drag a panel by its handle to move it. Drag corners or edges to change size when handles appear.Expected result: The layout matches how your team works — for example, schedule on the left and parking on the right.
7

Save

Click Save on the dashboard page.Expected result: You see a short success message at the top of the page (for example Dashboard layout saved). Edit mode ends. Your layout is stored for your user account.
Dashboard page after saving a layout showing populated widgets and no edit controls visible
After Save, the page returns to view mode. Your panels stay in place the next time you open Dashboard.
Dashboard in edit mode showing Add panel placeholder and draggable widget grid
In edit mode, use Add panel to insert views, then drag panels on desktop before you click Save.
Add panel dialog listing schedule, cars, parking, charts, and shortcut options
The Add panel window lists views from existing pages. Pick one at a time; you can reopen the window for more panels.

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Remove a panel you do not need

1

Enter edit mode

Open Dashboard in edit mode.Expected result: Panels show move handles and remove controls. Save appears in the top-right.
2

Remove the panel

On each panel, look for Remove, an X, or a trash icon (wording varies by panel). Click it for any panel you no longer want.Why this matters: Fewer panels load faster and keep your screen focused on what you check every morning.
3

Click Save

Click Save to store the smaller layout.Expected result: The panel disappears from your personal dashboard. You can add it back anytime with Add panel.
Removing is not deleting dataRemoving a panel only changes your dashboard layout. It does not delete schedule events, cars, or inbox messages. Open the full page (for example Schedule) to work with the underlying records.

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Apply a layout template

Templates replace your current panel arrangement with a tested starter layout. Use them when you prefer not to build from a blank grid.
1

Enter edit mode

Open Dashboard in edit mode.
2

Open Add panel

Click Add panel.
3

Click Apply layout template

At the bottom of the Add panel window, click Apply layout template.Expected result: A window titled Apply layout template lists Operations standard, Billing focus, and Floor operations with short descriptions.
4

Choose a template

Click the template that fits your role.
  • Operations standard — month calendar, facility activity, charts, and parking map.
  • Billing focus — inbox, events table, quick actions, and CRM-style board.
  • Floor operations — parking map, progress board, whiteboard, and five-day schedule.
Why this matters: You get a full layout in one click, then tweak only what you need.
5

Save

Click Save on the dashboard page.Expected result: Your personal dashboard uses the new template until you change it again.
Apply layout template dialog showing Operations standard, Billing focus, and Floor operations options
Templates are starting points. After applying one, you can still add, remove, or move panels.

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Reset to the team default

If your personal layout feels wrong, you can go back to what your facility admin set for the team.
1

Open Add panel while editing

Open Dashboard in edit mode, then click Add panel.
2

Click Reset to team default

At the bottom of the Add panel window, click Reset to team default.Expected result: Your dashboard matches the team default layout. Any personal changes you had saved are replaced.
3

Save if prompted

If you are still in edit mode, click Save when you are finished reviewing the layout.
Reset is personalReset to team default affects your dashboard view. It does not change the team default that admins configure in Settings.

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Team admin: set the default layout for new staff

Team admins control what new teammates see on Dashboard before they customize their own view.
1

Open Team settings

Go to Settings → Team.
2

Find Default dashboard layout

Scroll to the card titled Default dashboard layout.Expected result: You see a preview grid and Save team default (on desktop you can drag panels here too).
3

Adjust panels

Use Add panel the same way as on your personal dashboard. Drag and resize on desktop.Why this matters: New hires see a layout that matches how your facility actually runs — not a generic empty screen.
4

Save team default

Click Save team default.Expected result: Future team members start from this layout until they open Dashboard in edit mode and save their own.
Settings Team page showing Default dashboard layout section with widget grid preview
Only team admins see Default dashboard layout on Settings → Team.

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Create an event from the dashboard

Scheduling work still happens on the full Schedule page or from Create event.
  • Use the Quick actions panel on your dashboard when you added that shortcut.
  • Click Create event in the sidebar to open Create event.
  • Open Schedule for the full calendar, filters, and booking tools. See Create an appointment.

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Common mistakes to avoid

Looking for an Edit button?Personal layout changes start from Dashboard in edit mode. The page shows Save in the top-right while you rearrange panels. Bookmark that link if you customize often.
A panel looks emptyCheck three things before you assume the panel is broken:
  1. Your role — can you open the full page (for example Schedule or Payments)?
  2. Date range — some panels have a gear icon in edit mode to change Today vs This week.
  3. Records — new facilities need at least one customer, car, or event before lists and charts have data. Finish Prepare your first customer and car if panels stay empty.
Changes on phone vs desktopOn phones you can reorder panels in edit mode, but dragging and resizing the grid works best on a desktop. Admins configure the team default from desktop as well.For quick phone access to Create event instead of the widget dashboard, see Install the mobile app.

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What success looks like

When your dashboard is set up well:
  • You open Dashboard once each morning and see today’s schedule, parking, or inbox without clicking five sidebar links.
  • New teammates start from a sensible team default layout instead of a blank screen.
  • Panels show live data — not empty placeholders — because your facility has customers, cars, and events in the system.
  • You know layout editing starts from Dashboard in edit mode and ends with Save.

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Troubleshooting

I do not see Dashboard in the sidebarYour role may not include access to this beta page yet. Ask a team admin to review permissions in Settings → Team. You can still use Create event and the rest of the sidebar.
Save failedWait for the page to finish loading, then try Save again. If it still fails, refresh the browser tab and re-enter edit mode. Ask support if the problem continues.

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What to do next